Top 10 fastest-growing RIAs in Connecticut (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Apella Wealth WEST HARTFORD	$3.35B → $11.07B	3.3× 2.5× typical	40 → 88	+28	Organic	Schwab	98.3
2	New Edge Wealth STAMFORD	$8.61B → $19.93B	2.31× 1.7× typical	62 → 99	+41	Organic	Fidelity	95.6
3	Coastal Bridge Advisors WESTPORT	$2.81B → $5.02B	1.78× 1.3× typical	9 → 25	+16	Organic or recruited	Pershing	94.3
4	William Joseph Capital Management, Inc. BRISTOL	$270.2M → $694.3M	2.57× 1.9× typical	19 → 27	+3	Organic	AssetMark	93.5
5	Fcig Wealth Management, LLC PLAINFIELD	$102.7M → $282.5M	2.75× 2.1× typical	2 → 4	+1	Organic	AssetMark	93.1
6	Greenwich Advisors, LLC GREENWICH	$160.9M → $293.2M	1.82× 1.4× typical	2 → 4	+1	Organic or recruited	J.P. Morgan	89.6
7	Integra Global Advisors LLC STAMFORD	$417.8M → $684.1M	1.64× 1.2× typical	4 → 11	+1	Organic	Schwab	87.8
8	Sovereign Financial Group, Inc. STAMFORD	$716.9M → $1.08B	1.51× 1.1× typical	16 → 23	+2	Acquisitions	Raymond James	82.0
9	Main Street Research LLC LAKEVILLE	$1.82B → $2.68B	1.48× 1.1× typical	11 → 16	+2	Organic	Schwab	80.2
10	Moneco Advisors FAIRFIELD	$1.47B → $2.28B	1.55× 1.2× typical	42 → 44	+8	Organic or recruited	LPL Financial	79.0

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Connecticut.

How we ranked